The Amazon Effect on the Telecom Sector

Major averages surged to end the week, leading all three to close positive for the week. 3Fourteen’s Warren Pies and UBS’ David Lefkowitz break down the rally and the markets are primed to hold this breakout. MongoDB surged 28% after posting strong numbers; CEO Dev Ittycheria joins to discuss the company’s quarter and its opportunity in AI. A report saying Amazon might enter the mobile service arena sent other provider stocks tumbling; former AT&T Mobility CEO Glenn Lurie joins to break down the future of the industry. Samsara CEO Sanjit Biswas talks what’s next for the Internet of Things company. Plus, 3M surging over 8% on reports of a possible PFAS settlement and Moor Insights & Strategy’s Patrick Moorhead on what suppliers might benefit from Apple’s new headset coming next week. 

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